Crozscore:

Crozscore:

Software Description:

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell & referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.

Protect and Expand Lending Relationships - Make it easier for your bankers to monitor loans, renewals and pre-screens, and to capture new lending applications—because your current customers are often your most loyal customers.

Community and regional banks and credit unions are increasingly facing cutthroat competition and market challenges from a combination of forces including upstart fintechs, the largest national banks and regulatory compliance requirements. BankSight helps community and regional financial institutions protect their most valuable customer relationships while improving their customers' financial futures.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

FAQs:

BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

Does this service offer multi-user capability (e.g. teams)?

BankSight has a deep banking-authorization model that enables access and controls from the business-level, to teams, to individuals.

What platforms does this service support?

BankSight runs on Microsoft Azure and Dynamics 365.

What are some applications this service is commonly used in tandem with?

BankSight integrates with PowerBI, Office365, Linkedin, and other Microsoft products. BankSight has pre-built integration to common Core Banking applications and 3rd party financial data including TransUnion and CoreLogic.

Does this service offer guides, tutorials and or customer support?

BankSight offers guides, tutorials, and 24/7 customer support.

What is this service generally used for?

BankSight including Dynamics 365 can be used to market, sell, and service to customers.